Team

Personalized, Professional Service

Douglas Goldstein, CFP®
Founder, Owner, Director
Doug began his career on Wall Street in 1992 at Dean Witter. After developing a successful practice in New York, Doug moved with his wife and family to Israel.

Doug is accredited by the Israel Securities Authority (ISA) as a licensed Israeli advisor and is also a licensed U.S. advisor. He holds the designations of Certified Financial Planner™, Registered Investment Advisor, and Trust and Estate Practitioner. He is a member of both the Financial Planning Association and of the Society of Trust and Estate Practitioners.
 
Doug is frequently invited to give lectures as well as teach college courses on investing. He is often invited to comment on financial affairs on radio and TV and in local and international newspapers. He also serves as a trainer and consultant to banks in Israel.
 
Doug’s advice appears weekly in The Jerusalem Post, and he hosts a weekly radio show, Goldstein on Gelt, about business and investing. He is the author of the book Building Wealth in Israel: A Guide to International Investments and Financial Planning, and newly published Building Wealth: Investing in Stocks.

Doug
can be reached at doug@profile-financial.com.
Follow Doug on Twitter: @douggoldstein.


Sandy Ohana
Office Manager
Sandy moved from Texas to Israel in 1997 and has worked with Profile ever since. She has a strong background in a wide variety of areas of bank management, including compliance, new accounts, documentation, employee training, and operations. Overseeing all of our client services, she enhances the Profile “client first” philosophy in her activities. She is married with two children, and lives in Efrat.

Sandy
can be reached at sandy@profile-financial.com


Nechama Raz
Client Service Representative
Nechama made aliyah from Denver, Colorado, in 2006. Her past work experience includes customer relations and administrative duties. Her genuine desire to exceed customer expectations and her attention to detail are qualities that enrich our team. Nechama lives in Jerusalem with her husband and two children.

Nechama
can be reached at operations@profile-financial.com.


Yoram Ohana
Manager of Special Services
Yoram has a background in business and international marketing. He assists Profile clients in coordinating charitable donations and concierge services, and also produces the Goldstein on Gelt radio show. Married with two children, Yoram brings a diversified business background to help clients.

Yoram
can be reached at yoram@profile-financial.com.


BatSheva Goldstein
Chief Financial Officer
BatSheva oversees Profile’s finances. She holds U.S. securities licenses (Series 7 and 63) from FINRA. Originally from New York, she lives with her husband and four children in Efrat.

BatSheva
can be reached at batsheva@profile-financial.com.


Naomi Grossman
Project Manager
Originally from London, Naomi came to Israel in the early 1990s. She has worked as a translator, writer, and editor, and brings her broad experience to help Profile produce its publications and manage its social media. She is the sound engineer for the Goldstein on Gelt show. Naomi lives in Jerusalem with her eight children.

Naomi
can be reached at naomig@profile-financial.com.


 
Portfolio Resources Group, Inc
. member FINRA, SIPC, MSRB, SIFMA, FSI, gives clients access to world financial markets. With clients in more than ten countries, and domestically in the United States, the PRG group of companies also provides Profile clients access to leading, secure custodial technology platforms such as Pershing LLC., a BNY Mellon corporation, and Envestnet, Inc., one of the largest providers of wealth management solutions in the industry.

Contact Us:

Contact Us

Connect With Us: